ESG Investing Symposium

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 240420S-CEX)

Join us for an enlightening ESG Investing Symposium, where we will delve into crucial topics that shape the future of sustainable investing. This thought-provoking event brings together experts, asset owners, and portfolio managers to discuss and share insights on various aspects of ESG investing like industry landscape, issues and opportunities faced by the stakeholders in the investment ecosystem, and experience sharing by the investment practitioners.

The symposium will commence with the keynote address by Mr. Paul Moody, Managing Director, Global Partnerships & Client Solutions at CFA Institute, and Ms. Glenda So, Co-Head of Markets at Hong Kong Exchanges and Clearing Limited (HKEX), covering a range of topics with contributions from various panel speakers:

Panel 1

Asset Owners – Key Drivers of the Demand and Orientation of Sustainable Investment

A roundtable discussion among family offices, endowment funds, and institutional investors on the role of ESG Investments in their portfolio, passive investors vs active engagement, and alpha generation vs social responsibilities.

Panel 2

Navigating ESG Investing – Bridging Perspectives Across the Value Chain

Our panel brings together diverse stakeholders representing every link in the value chain, from investors and fund managers to corporate leaders and regulatory experts. Together, we’ll explore the common challenges, emerging trends, and potential solutions in the realm of ESG investing.

Panel 3

Actionable Insights – Putting Theory in Practice

Dive into the realm of actionable ESG investing with our exclusive panel featuring portfolio managers at the forefront of ESG. This session is laser-focused on delivering tangible ideas and strategies that investors can implement to drive meaningful change in their portfolios, with a spotlight on actionable insights.

Program

Attire: Business Casual

Please click here for detailed program and speaker details.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, no walk-in will be entertained.
• Only registered participants are allowed to stay and attend the event.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
• In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
• The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
• To qualify for CPT/CE hours, all participants must attend the full event. After the Symposium, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker(s) of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after 17 April 2024.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before 17 April 2024. All cancellation requests must be made in writing and be confirmed by email from CFA Society Hong Kong. For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after 17 April 2024.
• Substitutions are allowed. Please notify us on or before 17 April 2024. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
• Upon registering, participants agree to opt-in to receive from CFA Society Hong Kong and CFA Institute, including updates about upcoming events, our products and services. By clicking submit, you agree to the privacy policies of CFA Society Hong Kong and CFA Institute. You may withdraw your consent following the instructions in the Privacy Policies at any time.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.